Alec Weiss

Role: Co-founder at W Financial Advisors
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Alec Weiss

Alec is a Co-Founder of W Financial Advisors and has been practicing since 2013. He is…

Experience

Co-founder
W Financial Advisors
Mar 2020 — Present
Financial Advisor

Contact information

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•••••@wfinancialadvisors.com
Personal email
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Current company

W Financial Advisors

Financial Services · 4 employees · Founded 2020 · Philadelphia, Pennsylvania, United States

At W Financial Advisors, we are dedicated to helping our clients pursue their financial goals and secure their financial futures. Our team of experienced financial advisors specializes in a range of services, including retirement planning, investment management, income spend-down strategies, wealth management, tax planning, and estate planning. We strive to provide the best of both worlds - the resources and experience of a large national brand, combined with the flexibility and personalized attention of a local boutique firm. Whether you\'re a pre-retiree, retiree, high-net-worth investor, or business owner, we\'re here to help you pursue your financial goals. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity.

wfinancialadvisors.com

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About Alec Weiss

Experience

Co-founder

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